Choosing a CRM · ASRR Tech
Does a solo business need a CRM?
Assess whether you can reliably retrieve contact history and next actions. A CRM becomes useful when multiple channels and longer sales journeys complicate oversight.
A practical example
An owner receives enquiries by email, phone and Instagram and misses callback commitments.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Observe one working week.
- Count information searches.
- Test a simple process.
What does success look like?
You can explain which daily problem the change solves.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Choosing a CRM: the wider process
Choose a CRM around the work your team performs each day. Take a real enquiry and follow it through to the next appointment or quotation. Record missing information, handovers and exceptions. Use that journey as the same demonstration script for different vendors. Ask each vendor to show the configuration, integrations and support it requires. Assess the complete workflow, including manual work that remains. A feature becomes useful when an employee can use it to carry out the process you have agreed.